Number of Shares
64,067.00
Current Holdings Value*
$31.87 Mil
% of Portfolio
7.49%
Total Estimate Gain
$6.68 Mil
% of Total Estimate Gain
22.53%

Spinnaker Investment Group, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Spinnaker Investment Group, LLC held 64,067.00 shares of Microsoft Corp(MSFT), totaling $31.87 Mil. This investment constitutes 7.49% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Spinnaker Investment Group, LLC has made 10 purchases of MSFT, at an average price of $407.64, for a total of 72,764.00 shares. In addition, there have been 4 sales at an average price of $421.81 for 8,697.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Spinnaker Investment Group, LLC's estimated gain on his MSFT holdings is $6.68 Mil, reflecting a 22.53% gain to date.

Spinnaker Investment Group, LLC MSFT ($510.05) Holding Chart

Spinnaker Investment Group, LLC MSFT ($510.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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